WMP

Wealth Management Partners Portfolio holdings

AUM $315M
1-Year Est. Return 37.12%
This Quarter Est. Return
1 Year Est. Return
+37.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$678K
3
+$629K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$522K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$500K

Top Sells

1
+$1.5M
2
+$989K
3
+$913K
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$526K
5
MSFT icon
Microsoft
MSFT
+$372K

Sector Composition

1 Technology 25.56%
2 Consumer Discretionary 6.68%
3 Financials 3.54%
4 Healthcare 3.11%
5 Communication Services 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.24%
+2,776
77
$520K 0.24%
1,804
78
$515K 0.24%
1,425
+79
79
$508K 0.24%
11,195
+529
80
$480K 0.22%
4,259
+710
81
$476K 0.22%
2,055
82
$474K 0.22%
595
-3
83
$467K 0.22%
2,815
-712
84
$436K 0.2%
+5,729
85
$432K 0.2%
3,321
86
$429K 0.2%
2,519
+101
87
$360K 0.17%
1,854
-16
88
$345K 0.16%
2,559
89
$340K 0.16%
5,504
-67
90
$334K 0.15%
7,657
+2,148
91
$333K 0.15%
542
-23
92
$329K 0.15%
1,751
93
$328K 0.15%
1,221
+1
94
$313K 0.15%
5,481
+40
95
$298K 0.14%
16,365
+1,569
96
$294K 0.14%
4,000
97
$292K 0.14%
2,205
98
$288K 0.13%
1,984
99
$275K 0.13%
+5,869
100
$271K 0.13%
+1,343
1 2 3
4
5